Privacy Policy

Last updated: August 24, 2026

NorthStar Bookkeeping Services LLC (“NorthStar,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, contact us, request information, schedule a consultation, or use our bookkeeping-related services.

This Privacy Policy is intended for website visitors, prospective clients, and clients of NorthStar Bookkeeping Services LLC. It is provided for transparency and should be reviewed with legal counsel to confirm that it fits your specific business practices and legal obligations.

Information We Collect

We may collect personal information that you provide directly to us, information collected automatically when you use our website, and information needed to provide bookkeeping services. The types of information we collect may depend on how you interact with us.

Contact information: name, business name, mailing address, email address, phone number, and other contact details you choose to provide.
Business information: business type, bookkeeping needs, bookkeeping software, current bookkeeping status, transaction volume, account complexity, and related service information.
Financial and bookkeeping information: information you provide or authorize us to access in order to perform bookkeeping services, such as bank or credit card transaction data, invoices, bills, receipts, account statements, reports, payroll-related records, vendor information, and customer information.
Communications: messages, form submissions, discovery call details, email correspondence, support requests, and other information you send to us.
Website and device information: IP address, browser type, device type, operating system, referring pages, pages viewed, date and time of visit, and similar usage information collected through cookies, analytics tools, or similar technologies.

How We Collect Information

We collect information in the following ways:

Directly from you when you complete a contact form, schedule a call, email us, sign an agreement, or provide information for bookkeeping services.
Through authorized service access when you give us permission to access accounting software, financial records, document portals, payment platforms, or similar tools needed to perform services.
Automatically from our website through cookies, analytics tools, server logs, and similar technologies.
From service providers or third-party platforms that help us operate our website, manage scheduling, send communications, store files, process payments, or provide bookkeeping support.

How We Use Information

We use personal information for legitimate business purposes, including to:

Respond to inquiries and communicate with you about our services.
Schedule and conduct discovery calls or client meetings.
Evaluate your bookkeeping needs and provide service recommendations.
Provide bookkeeping, cleanup, reconciliation, reporting, accounts receivable, accounts payable, and related support services.
Prepare proposals, agreements, invoices, and client communications.
Maintain accurate business records and comply with legal, tax, accounting, and regulatory obligations.
Improve our website, services, workflows, client experience, and communications.
Send service-related messages and, where permitted, occasional marketing or educational communications.
Protect our business, clients, website, systems, and records from fraud, unauthorized access, misuse, or other security concerns.

How We Share Information

We do not sell client bookkeeping information. We may share personal information only as needed for the purposes described in this Privacy Policy, including with:

Service providers that support website hosting, email, scheduling, payment processing, accounting software, cloud storage, document management, analytics, IT support, or other business operations.
Professional advisors such as accountants, tax professionals, attorneys, consultants, or auditors when appropriate for business, legal, compliance, or client service purposes.
Government authorities, courts, or regulators when required by law, subpoena, legal process, or to protect our rights, clients, business, or others.
Authorized parties when you ask us to share information or when sharing is necessary to provide services you requested.
Successors or related parties in connection with a business transfer, merger, restructuring, or similar transaction.

Cookies, Analytics, and Third-Party Tools

Our website may use cookies, analytics tools, embedded features, scheduling tools, forms, or similar technologies to operate the site, understand how visitors use it, improve performance, and support communication with prospective clients. Third-party tools may collect information about your online activity over time and across different websites or online services, depending on how those tools are configured. You can usually adjust cookie settings through your browser, but some website features may not function properly if cookies are disabled.

Client Financial Information and Confidentiality

Because we provide bookkeeping services, we may handle sensitive business and financial records. We use this information only to provide requested services, manage the client relationship, comply with obligations, and operate our business. We take reasonable steps to limit access to client financial information to those who need it for authorized business purposes.

Data Security and Retention

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, loss, misuse, disclosure, alteration, or destruction. However, no website, email system, cloud service, or method of transmission is completely secure. Please do not send highly sensitive information by unsecured email unless instructed otherwise through an appropriate secure process.

We retain personal information for as long as reasonably necessary to provide services, manage our business relationship, comply with legal and accounting obligations, resolve disputes, enforce agreements, maintain records, and protect our rights. Retention periods may vary depending on the type of information and applicable legal or business requirements.

Your Privacy Choices and Rights

Depending on where you live and the laws that apply, you may have certain rights or choices regarding your personal information. These may include the ability to:

Request access to the personal information we maintain about you.
Request correction of inaccurate personal information.
Request deletion of personal information, subject to legal, contractual, bookkeeping, accounting, tax, security, and recordkeeping exceptions.
Opt out of marketing emails by using the unsubscribe link or contacting us directly.
Ask questions about how your information is collected, used, shared, retained, or protected.
If applicable, submit a verified request asking us not to sell covered information as defined by Nevada privacy law. We do not sell client bookkeeping information.

To exercise privacy rights or make a privacy-related request, please contact us using the information in the Contact section below. We may need to verify your identity before responding to certain requests.

We will not discriminate against you for exercising privacy rights available under applicable law. Some requests may be limited or denied where permitted by law, including where information must be retained for legal, accounting, tax, security, fraud prevention, contract, or recordkeeping reasons.

Nevada Privacy Notice

Nevada law may require certain website operators to make privacy disclosures and provide a process for Nevada consumers to submit verified requests directing an operator not to sell covered information collected through an Internet website or online service. If this requirement applies to NorthStar, Nevada consumers may submit such a request by emailing us at the address listed below. We do not sell client bookkeeping information.

Children's Privacy

Our website and services are intended for business owners and adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, please contact us so we can take appropriate steps.

Third-Party Websites

Our website may link to third-party websites, platforms, scheduling tools, payment processors, accounting software, or other services that we do not control. Their privacy practices are governed by their own policies. We encourage you to review those policies before providing personal information to third parties.

Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal obligations, or services. When we update the policy, we will revise the “Last updated” date above.

If you have questions about this Privacy Policy or would like to make a privacy-related request, please contact NorthStar Bookkeeping Services LLC by email at Terri@NorthStarBookkeepingServices.com.